IC19: Is the EU's regulation for batteries a blueprint for sustainable strategic autonomy?
Show notes
This week we discuss small bit of feedback on our IC 17. Then for the main question we look at the battery industry in the EU all with the previously discussed strategic autonomy in mind. We explore the EU's dependency on raw materials and its cost disadvantage and ultimately look at whether the current regulatory framework around batteries can be a blueprint for sustainable strategic autonomy going forward.
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Sources
- Feedback on Mark Carney and Canada (ttps://www.reuters.com/sustainability/climate-energy/canada-drops-emissions-cap-oil-gas-sector-agreement-with-alberta-2025-11-27, https://www.theguardian.com/world/2025/nov/27/mark-carney-alberta-oil-pipeline-deal-canada-first-nations))
- Global Energy and Storage Grids Pledge COP29 (https://cop29.az/en/pages/cop29-global-energy-storage-and-grids-pledge))
- Feasibility of meeting future battery demand via domestic cell production in Europe, Link et al. (2025), Nature Energy (https://static-content.springer.com/esm/art%3A10.1038%2Fs41560-025-01722-y/MediaObjects/4156020251722MOESM1ESM.pdf))
- BNEF (Dec 2025), New Record Lows for Battery Prices (https://about.bnef.com/insights/clean-transport/new-record-lows-for-battery-prices))
- Faktor (Feb 2026), EU sagsøgt over portugisisk lithiumprojekt (https://faktor.dk/eu-sagsoegt-over-portugisisk-lithiumprojekt/))
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